Meredith Goldstein Email & Phone Number

Philadelphia, PA, US

Doylestown, PA, US

• Collaborate closely with the Creative Director on strategic planning, to build and grow this digital marketing agency offering web design, search engine optimization, and social media marketing.
• Increased revenue by 20% by overseeing proposals, tracking invoices, and implementing reporting & detailed analytics processes.
• Decreased project completion time by 30% through improving processes and procedures, establishing KPIs, and rolling out project management software.
• Manage a remote team of 10 personnel, fostering a culture of collaboration, ensuring effective communication, and project transparency.

San Rafael, CA, US

• Managed process evaluation, development, and implementation, as well as prospect tracking, client service, and onboarding. Supported Chief Compliance Officer with SEC compliance responsibilities. Assisted with business.
• Increased financial investment client base by prioritizing and reorganizing prospects within the Customer Relationship Management (CRM).
• Surpassed quarterly strategic goals (production, marketing, software implementation, client satisfaction, and process improvement) by 25% through researching and implementing Entrepreneurial Operating System (EOS).
• Reduced financial services processing times and errors 20% by reassessing business strategy, creating roadmaps, and improving processes, which enhanced the client experience.
• Increased workload capacity 10% and decreased errors 15% by spearheading all aspects of process evaluation, development, and implementation and maintaining a continuous improvement mindset.
• Streamlined remote client onboarding process, improving client satisfaction by 25%.

• Oversaw process and procedures development, employee onboarding and development, inventory management, vendor relations, and financial reporting. Worked in tandem with principal to develop functional business.
• Increased e-commerce sales by 25% within five years for this live ticketing broker via process improvement and forecasting, as well as weekly & quarterly reporting and quantitative analysis, extrapolating actionable.
• Decreased fulfillment operations errors 30% through gap identification, technology improvement, Standard Operating Procedure (SOP) creation, and workforce management.
• Increased funding 400% by researching and valuing assets, tracking this data using Excel over the course of several years, to evaluate the company’s value.
• Increased employee retention 50% by training, motivating, and encouraging staff.

• Provided customer service and processed orders while managing inventory daily.Accomplishments:
• Successfully learned the complexities of the ticket industry in a short period of time.
• Promoted to business manager after 7 months.

Marlton, NJ, US

• Successfully developed marketing materials and provided excellent customer service, both of which led to new client acquisition.
• Established and nurtured relationships with vendors, underwriters, and customers which helped loans close faster while expanding the client base.
• Utilized high-level organizational skills in tandem with well-honed written and verbal communication skills to implement and manage all tasks from origination to closing.

Bachelor Of Business Administration (B.B.A.), Marketing

Study Abroad Program

Lean Six Sigma Green Belt